November 27, 2019

INAA North American Forum – 16-17 January 2020

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The INAA North American Forum will be hosted by The Accountancy, INAA member in Glendale, California.

Booking - Hotel

Special rates were negotiated for you at the Hyatt Place Glendale (225 West Wilson Avenue, Glendale, CA 91203, USA)
You may call (888) 591-1234 and mention “The INAA Group” to get a discount.

Booking Link: https://www.hyatt.com/en-US/hotel/california/hyatt-place-glendale-los-angeles/laxzg?corp_id=G-INAA

AGENDA
Jan.16
6-10 PM
Reception 		Frida’s Mexican Cuisine
American at Brand – 750 Americana Way, Glendale, CA 91210
Jan.17
6-8 PM
8 -11 PM
Dinner & Show 		Drinks at local Watering Holes
Carousel Restaurant – Dinner & Show
304 N Brand Blvd, Glendale, CA 91203

CONFERENCE AGENDA
8:30 – 9:15 Breakfast Catered by Porto’s Bakery
9:15 – 9:30 Welcome & Opening Remarks
Mike Velazquez
9:30 – 10:30

Understanding Cyber Security
Louie Sadd – CEO, Datastream Technology

Hackers gained access to more than one hundred million personal records stored by companies within the last year. Many victims were CPA firms. Louie will share anecdotes, best practices, and approaches to addressing this critical challenge.
10:30 – 10:45 Break
10:45 – 11:45

IRS Hot Issues & Pitfalls in International Tax
Vic Abajian & Aksel Bagheri, Abajian Law

A local firm with international flavor, Glendale based and former IRS District Counsel Vic Abajian and his Associate Aksel Bagheri will provide interesting and relevant case stories and anecdotes from the world of international tax and todays hot issues in this arena.
11:45 – 1:00 Lunch at Damon’s Steakhouse
1:00 – 2:00

The Value of Collaborative Advice
Panel Discussion with Bridge Advisory & The Accountancy – Suzanne Lawrence Moderator

Bridge Advisory CEO, Dave Penniall, and Partners, Vanessa Burnett, and Alex Leu are joined by Mike Velazquez, Senior Partner of The Accountancy and Managing Principal of Bridge Advisory to discuss the needs and expectations of today’s clients and how collaborative advice addresses their needs.
2:00 – 3:00

Maximizing Global Potential
Robert Saikali, International Banking & Trade - VP & Manager, City National Bank

Robert has spent his entire career in International Banking. As we recognize that the world is getting smaller, his practical insights will no doubt be valuable for us and our clients.
3:00 – 3:15 Break
3:15 – 4:15

Planning Your Departure
Bryan Sonderby, Certified Exit Planning Advisor

If you are among the majority of professionals that have not planned their exit, or succession, you will get some actionable ideas from Bryan’s presentation.
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